Liabilities / Assets
62nd percentile
Higher debt load relative to assets than 62% of similar nonprofits.
990EZ • Fiscal year 2023 • EIN 87-0734659
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
62nd percentile
Higher debt load relative to assets than 62% of similar nonprofits.
Liabilities / Revenue
67th percentile
Higher debt load relative to revenue than 67% of similar nonprofits.
Net Margin
37th percentile
Higher net margin than 37% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
8th percentile
Faster revenue growth than 8% of similar nonprofits.
Assets
Up$297,119
Up $14,221 (+5.0%) from 2022
Net Assets
Up$296,274
Up $19,476 (+7.0%) from 2022
Liabilities
Down$845
Down $5,255 (-86%) from 2022
Revenue
Down$84,167
Down $142,200 (-63%) from 2022
Expenses
Down$86,211
Down $43,650 (-34%) from 2022
Net Income
Down-$2,044
Down $98,550 (-102%) from 2022
The foundation was established by a+ federal credit union to provide charitable grants and scholarships to fund programs/projects and training for educators. The foundation receives applications from and provides grants for educators in the schools in the a+ federal credit union field of membership.
The foundation was established by A+ Federal Credit Union to provide charitable grants and scholarships to fund programs/projects and training for educators. The foundation receives applications from and provides grants to educators in the schools in the A+ Federal Credit Union field of membership.
| Description | Grants | Expenses |
|---|---|---|
| The annual dues, contributions and funds raised during fundraising events are the program service revenue. These funds are utilized for the Foundations purpose of providing grants for educators. The awarding of the grants directly furthers the Foundations exempt purpose of assisting area educators in their program, equipment, supplies, materials, and training needs. | $69,123 | $69,123 |
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Georgia Johnson | President | - | $0 | - | - |
| Lolly Guerra | Vice President | - | $0 | - | - |
| Dennis Loftis | Sec/Treasurer | - | $0 | - | - |
| Kerry Parker | Board Member | - | $0 | - | - |
| Randy Reese | Board Member | - | $0 | - | - |
| Eric Kase | Board Member | - | $0 | - | - |
| Peggy Mica | Board Member | - | $0 | - | - |
| Kate Wallace | Board Member | - | $0 | - | - |
| Margaret Daniels | Board Member | - | $0 | - | - |
“| Donee's Name: Various Grantees: Max Grant is $1,500. | Cash Amount Given: $69123”
“Accounts Payable and Accrued Expenses - Beginning $6100 Accounts Payable and Accrued Expenses - Ending $845”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | false |
| IRS990EZ/BooksInCareOfDetail/PersonNm | 0 | A Education Foundation |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 5125334390 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | PO Box 14867 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Austin |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 78761 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 282898 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 297119 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 83260 |
| IRS990EZ/CostOfGoodsSoldAmt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -2044 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 17088 |
| IRS990EZ/FiledScheduleAInd | 0 | true |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 282898 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 297119 |
| IRS990EZ/FundraisingGrossIncomeAmt | 0 | 642 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 69123 |
| IRS990EZ/GrossReceiptsAmt | 0 | 84167 |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 265 |
| IRS990EZ/LobbyingActivitiesInd | 0 | false |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 276798 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 296274 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 276798 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 296274 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 2.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 8 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 8 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Georgia Johnson |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Lolly Guerra |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Dennis Loftis |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | Kerry Parker |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | Randy Reese |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | Eric Kase |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | Peggy Mica |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | Kate Wallace |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 8 | Margaret Daniels |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Vice President |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Sec/Treasurer |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | Board Member |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 8 | Board Member |
| IRS990EZ/OperateHospitalInd | 0 | false |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | false |
| IRS990EZ/OrganizationHadUBIInd | 0 | false |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 21520 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | false |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | The foundation was established by A+ Federal Credit Union to provide charitable grants and scholarships to fund programs/projects and training for educators. The foundation receives applications from and provides grants to educators in the schools in the A+ Federal Credit Union field of membership. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | The annual dues, contributions and funds raised during fundraising events are the program service revenue. These funds are utilized for the Foundations purpose of providing grants for educators. The awarding of the grants directly furthers the Foundations exempt purpose of assisting area educators in their program, equipment, supplies, materials, and training needs. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 69123 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 69123 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SchoolOperatingInd | 0 | false |
| IRS990EZ/SpecialEventsDirectExpensesAmt | 0 | 0 |
| IRS990EZ/SpecialEventsNetIncomeLossAmt | 0 | 642 |
| IRS990EZ/SubjectToProxyTaxInd | 0 | false |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 6100 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 845 |
| IRS990EZ/TanningServicesProvidedInd | 0 | false |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 86211 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 69123 |
| IRS990EZ/TotalRevenueAmt | 0 | 84167 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | false |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | https://aplusfcu.org/grants |
| IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt | 0 | 84473 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt | 0 | 226163 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 170039 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 123855 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 106016 |
| IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt | 0 | 710546 |
| IRS990ScheduleA/GovtFurnSrvcFcltsVl509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt | 0 | 265 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 368 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 244 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 169 |
| IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt | 0 | 1046 |
| IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/GrossReceiptsNonUnrltBusGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt | 0 | 265 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt | 0 | 368 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt | 0 | 244 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt | 0 | 169 |
| IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt | 0 | 1046 |
| IRS990ScheduleA/InvestmentIncomeCYPct | 0 | 0.00150 |
| IRS990ScheduleA/InvestmentIncomePYPct | 0 | 0.00120 |
| IRS990ScheduleA/NetIncomeFromOtherUBIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/OtherIncome509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/Post1975UBTIGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/PubliclySupportedOrg509a2Ind | 0 | X |
| IRS990ScheduleA/PublicSupportCY509Pct | 0 | 0.99850 |
| IRS990ScheduleA/PublicSupportPY509Pct | 0 | 0.99880 |
| IRS990ScheduleA/PublicSupportTotal509Amt | 0 | 710546 |
| IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft509Grp/TotalAmt | 0 | 0 |
| IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind | 0 | X |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt | 0 | 84473 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt | 0 | 226163 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt | 0 | 170039 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt | 0 | 123855 |
| IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt | 0 | 106016 |
| IRS990ScheduleA/Total509Grp/TotalAmt | 0 | 710546 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt | 0 | 84738 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt | 0 | 226163 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt | 0 | 170407 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt | 0 | 124099 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt | 0 | 106185 |
| IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt | 0 | 711592 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | | Donee's Name: Various Grantees: Max Grant is $1,500. | Cash Amount Given: $69123 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Accounts Payable and Accrued Expenses - Beginning $6100 Accounts Payable and Accrued Expenses - Ending $845 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Grants and Similar Amounts Paid In Excess of $5,000.1 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Total Liabilities.1001 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 2 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Dennis Loftis |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Secretary/Treas |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-11-15 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | A Education Foundation |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | AEDU |
| ReturnHeader/Filer/EIN | 0 | 870734659 |
| ReturnHeader/Filer/PhoneNum | 0 | 5125334390 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO Box 14867 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Austin |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | TX |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 78761 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 870325228 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | HAYNIE & COMPANY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 1785 WEST 2300 SOUTH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | SALT LAKE CITY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | UT |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 84119 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 8019724800 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | James J Fielding CPA |
| ReturnHeader/ReturnTs | 0 | 2023-11-15T05:53:01-08:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | Dennis |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | Loftis |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-06-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
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Displayed year
2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.